WHO ARE OUR CLIENTS?
RETIRED INDIVIDUALS
We specialise in working with retired individuals and help them develop investment strategies for wealth accumulation, preservation and withdrawal, before and during their retirement years. We ensure that their assets are correctly positioned so that they are able to retire with peace of mind.
HIGH-NET-WORTH CLIENTS
We develop investment strategies to optimize returns on assets in consideration of the client's requirements and investment objectives. Managing the risk of their investments is usually the biggest role we play, as they do not want to take excess risk with all their capital.
WIDOWS AND DIVORCEES
Divorcees and widows often find themselves without a trusted financial adviser as a result of the separation of estates that took place, be it by death or divorce. We help these vulnerable individuals and play the role of financial coach and advisor to ensure that they are able to make rational decisions about their finances.
ENTREPRENEURS
We assist business owners to structure their assets correctly and help them to plan for their future. This includes structuring a succession plan when one or more of the owners dies, become medically disabled, or suffers a terminal illness.